Giorgio Scappini

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 04/2010 → 12/2017
  Bank Of America, N.A.
  Boston, MA
• 12/2017 → Present
  Morgan Stanley
  Boston, MA

Previous Registrations

• 2012-05-01 → 2017-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Pennington, NJ
  Boston, MA
  Malden, MA
  Boston, MA
  Wellesley Hills, MA
• 2009-10-23 → 2010-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
  Boston, MA
• 2006-06-16 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Lincoln, RI
  Lincoln, RI

Other Businesses

Rental Property; Investment related - Yes; Providence, Rhode Island; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2009; During business hours: 0; After business hours: .25

Exams

• S66 Uniform Combined State Law Examination
  2005-09-01

Other Names

• Giorgio Carlo Scappini
• Giorgio Carlo Scappini
• Giorgio C Scappini